28,491 JPMorgan Chase & Co. $JPM Shares Sold by Douglas Lane & Associates LLC

Key Points

• Douglas Lane & Associates reduced its JPMorgan stake by 4.9%, selling 28,491 shares and retaining 552,992 shares valued at approximately $182.9 million. Institutional investors collectively own 71.55% of the company.
• Wall Street maintains a generally positive outlook, with a consensus “Moderate Buy” rating and an average price target of $362.88; analysts cited targets ranging from $370 to $395.
• JPMorgan reported strong quarterly results, including $6.14 in earnings per share and $58.02 billion in revenue, while increasing its quarterly dividend to $1.65 per share, equivalent to a 2.0% yield.

Douglas Lane & Associates LLC trimmed its stake in shares of JPMorgan Chase & Co. (NYSE:JPM - Free Report) by 4.9% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 552,992 shares of the financial services provider's stock after selling 28,491 shares during the period. JPMorgan Chase & Co. makes up 2.2% of Douglas Lane & Associates LLC's investment portfolio, making the stock its 7th largest holding. Douglas Lane & Associates LLC's holdings in JPMorgan Chase & Co. were worth $182,946,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. State Street Corp lifted its stake in shares of JPMorgan Chase & Co. by 0.8% during the 2nd quarter. State Street Corp now owns 125,209,293 shares of the financial services provider's stock valued at $40,984,758,000 after buying an additional 932,632 shares in the last quarter. Bank of America Corp DE lifted its holdings in shares of JPMorgan Chase & Co. by 6.1% in the second quarter. Bank of America Corp DE now owns 69,666,753 shares of the financial services provider's stock worth $22,804,018,000 after buying an additional 4,006,293 shares in the last quarter. Bank of New York Mellon Corp grew its stake in JPMorgan Chase & Co. by 2.6% during the second quarter. Bank of New York Mellon Corp now owns 21,642,804 shares of the financial services provider's stock valued at $7,084,339,000 after acquiring an additional 540,362 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its holdings in JPMorgan Chase & Co. by 0.7% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 18,833,413 shares of the financial services provider's stock valued at $6,164,741,000 after acquiring an additional 134,634 shares during the last quarter. Finally, Dimensional Fund Advisors LP lifted its stake in JPMorgan Chase & Co. by 3.3% in the 1st quarter. Dimensional Fund Advisors LP now owns 18,968,884 shares of the financial services provider's stock worth $5,578,788,000 after purchasing an additional 607,288 shares in the last quarter. Hedge funds and other institutional investors own 71.55% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently weighed in on JPM. Weiss Ratings raised shares of JPMorgan Chase & Co. from a "buy (b)" rating to a "buy (b+)" rating in a report on Wednesday, September 2nd. Keefe, Bruyette & Woods boosted their price target on JPMorgan Chase & Co. from $370.00 to $384.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 15th. Barclays reaffirmed an "overweight" rating on shares of JPMorgan Chase & Co. in a research report on Tuesday. TD Cowen started coverage on shares of JPMorgan Chase & Co. in a report on Thursday. They issued a "hold" rating and a $370.00 price objective on the stock. Finally, UBS Group decreased their price objective on shares of JPMorgan Chase & Co. from $400.00 to $395.00 and set a "buy" rating for the company in a research report on Monday. Fifteen investment analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of "Moderate Buy" and an average target price of $362.88.

Insider Buying and Selling at JPMorgan Chase & Co.

In other news, insider Robin Leopold sold 2,500 shares of the firm's stock in a transaction that occurred on Thursday, September 10th. The shares were sold at an average price of $352.81, for a total transaction of $882,025.00. Following the transaction, the insider directly owned 71,047 shares in the company, valued at approximately $25,066,092.07. This trade represents a 3.40% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 0.41% of the company's stock.

Key JPMorgan Chase & Co. News

Here are the key news stories impacting JPMorgan Chase & Co. this week:

• Positive Sentiment: JPMorgan reportedly generated approximately $700 million in first-half 2026 profits from gold, silver, and other metals trading. Strong precious-metals demand could support record industry trading revenue and benefit the bank’s markets business. Gold, silver boom puts US bank trading revenues on track for record $5 billion
• Positive Sentiment: JPMorgan is serving as a joint lead arranger on Volta Infrastructure Holdings’ $5.012 billion leveraged-loan package for data-center leases and GPU capital expenditures, highlighting continued demand for its lending and arranging businesses. Volta launches $5B leveraged loan package
• Positive Sentiment: TD Cowen initiated coverage with a Hold rating and a $370 price target, implying meaningful potential upside from the referenced trading level. Investors are also focused on JPMorgan’s expected third-quarter earnings release on October 13. JPMorgan Q3 earnings preview
• Positive Sentiment: JPMorgan will present at the BancAnalysts Association of Boston Conference on November 5. The event may provide additional updates on treasury management, markets, interest-rate exposure, and capital allocation. JPMorganChase to Present at the BancAnalysts Association of Boston Conference
• Neutral Sentiment: Analysts expect year-over-year revenue and earnings growth, but investors are taking a cautious stance ahead of results because of higher funding costs, expenses, credit risks, and JPMorgan’s premium valuation.
• Neutral Sentiment: JPMorgan continues to receive attention for its artificial-intelligence investments and its estimate of roughly $50 billion in 2026 cryptocurrency inflows, although the earnings impact remains uncertain.
• Negative Sentiment: JPMorgan has warned that rising long-term Treasury yields—driven partly by elevated government debt—could pressure markets and reduce returns for small- and mid-cap assets. Rapidly rising yields can also increase bond-market volatility and financing risks for banks.
• Negative Sentiment: The bank’s research describes U.S. housing affordability as severely strained, with mortgage costs outpacing incomes and activity effectively frozen. A prolonged housing slowdown could weigh on mortgage demand and consumer credit quality.
• Negative Sentiment: CEO Jamie Dimon has cautioned that artificial intelligence could eliminate or significantly change large numbers of jobs. While JPMorgan may gain efficiency from AI, broader labor-market disruption could increase economic and credit concerns.

JPMorgan Chase & Co. Trading Up 0.5%

JPM opened at $333.01 on Friday. The business has a fifty day simple moving average of $350.36 and a 200-day simple moving average of $328.67. The company has a quick ratio of 0.85, a current ratio of 0.85 and a debt-to-equity ratio of 1.30. JPMorgan Chase & Co. has a 52 week low of $279.10 and a 52 week high of $366.50. The firm has a market cap of $885.20 billion, a P/E ratio of 14.27, a P/E/G ratio of 1.36 and a beta of 1.02.

JPMorgan Chase & Co. (NYSE:JPM - Get Free Report) last issued its quarterly earnings results on Tuesday, July 14th. The financial services provider reported $6.14 EPS for the quarter, beating the consensus estimate of $5.59 by $0.55. JPMorgan Chase & Co. had a net margin of 21.86% and a return on equity of 18.23%. The company had revenue of $58.02 billion during the quarter, compared to analysts' expectations of $50.72 billion. During the same quarter last year, the company posted $4.96 EPS. The firm's revenue was up 27.7% compared to the same quarter last year. On average, equities analysts expect that JPMorgan Chase & Co. will post 24.16 earnings per share for the current year.

JPMorgan Chase & Co. Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Saturday, October 31st. Investors of record on Tuesday, October 6th will be given a $1.65 dividend. This represents a $6.60 dividend on an annualized basis and a yield of 2.0%. This is a boost from JPMorgan Chase & Co.'s previous quarterly dividend of $1.50. The ex-dividend date of this dividend is Tuesday, October 6th. JPMorgan Chase & Co.'s dividend payout ratio is presently 28.28%.

JPMorgan Chase & Co. Profile

JPMorgan Chase & Co is a global financial services company headquartered in New York City. Through its businesses, the company provides banking, investment banking, asset management, private banking, commercial banking, consumer lending and payment services to individuals, businesses, institutions and governments.

The company operates through major business areas that include Consumer & Community Banking, Commercial & Investment Banking, and Asset & Wealth Management. Its products and services include deposit accounts, credit cards, mortgages, auto loans, business financing, investment and advisory services, securities trading and custody, payment processing, and wealth-management solutions.

JPMorgan Chase serves customers in the United States and maintains operations and client relationships across international markets.

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